Strategic Template Demonstration for Safety Leadership
ProQual Level 7 Diploma: Strategic Templates in Safety Leadership
Table of Contents
Purpose of the Task
The purpose of Strategic Template Demonstration for Safety Leadership is to provide learners with a practical, line-by-line demonstration of completing key health and safety documents correctly. By using real-life examples of risk assessments, inspection sheets, and environmental registers, learners will:
- Develop skills to evaluate global issues affecting safety culture.
- Understand sustainability benefits in the workplace and integrate them into safety processes.
- Measure safety performance and calculate Safety Return on Investment (SROI).
- Apply knowledge of psychological health and injury management to improve organizational outcomes.
- Practice leading a whole-organization approach to occupational health and safety
The task ensures learners comply with UK legislation, including:
- Health and Safety at Work Act 1974
- Management of Health and Safety at Work Regulations 1999
- Construction (Design and Management) Regulations 2015 (CDM 2015)
- Control of Substances Hazardous to Health (COSHH) Regulations 2002
- Environmental Protection Act 1990
Through this activity, learners will link theoretical knowledge to practical scenarios, reinforcing leadership, compliance, and strategic thinking.
Step-by-Step Demonstration – Risk Assessment
Scenario: Chemical spill in a laboratory.
Step 1: Identify Hazards
- Hazard: Spillage of hazardous chemical (e.g., hydrochloric acid).
- Risk: Burns, inhalation of fumes, environmental contamination.
- Reference UK law: COSHH Regulations 2002.
Step 2: Who Might Be Harmed and How
- Lab staff – skin burns, respiratory issues.
- Visitors – accidental exposure.
Step 3: Evaluate Risks and Control Measures
| Hazard | Risk Level (1–5) | Control Measures | Responsible Person | Review Date |
| Hydrochloric acid spill | 4 | Proper storage, PPE, spill kits, staff training | Lab Manager | 12/12/25 |
Step 4: Additional Measures
- Install chemical cabinets with ventilation.
- Emergency eye wash stations
Step 5: Sign-Off and Review
- Completed by HSE Officer.
- Reviewed monthly or after incidents.
Common Mistakes to Avoid:
- Leaving control measures vague (“train staff” without specifying content).
- Not assigning responsibility or review dates
Step-by-Step Demonstration – Inspection Sheet
Scenario: Manufacturing plant equipment inspection.
Step 1: Identify Equipment and Location
- Equipment: Conveyor belt, Section A.
Step 2: Define Inspection Criteria
- Guarding in place
- Emergency stops working
- No oil leaks
Step 3: Record Findings
| Equipment | Criteria | Pass/Fail | Action Required | Responsible Person | Date |
| Conveyor belt | Guarding | Pass | N/A | Supervisor | 02/12/2025 |
| Conveyor belt | Emergency stops | Fail | Replace switch | Maintenance Engineer | 02/12/2025 |
| Conveyor belt | Oil leaks | Pass | N/A | Supervisor | 02/12/2025 |
Step 4: Sign-Off
- Completed by HSE Officer and line manager.
- Schedule follow-up inspection
Common Mistakes to Avoid:
- Not clearly documenting “Pass/Fail.”
- Missing responsible person for corrective actions.
Step-by-Step Demonstration – Environmental Register
Scenario:Construction site sustainability monitoring.
Step 1: Identify Environmental Aspect
- Aspect: Waste disposal.
Step 2: Assess Impact
- Impact: Soil contamination, regulatory fines.
- Reference UK law: Environmental Protection Act 1990.
Step 3: Control Measures
| Environmental Aspect | Impact | Control Measures | Responsible Person | Frequency | Notes |
| Waste disposal | Soil contamination | Segregation, approved disposal contractor | Site Manager | Daily | Checked by HSE weekly |
Step 4: Step 4: Review and Improvement
- Monitor trends, update control measures quarterly.
- Train staff on waste segregation and recycling.
Common Mistakes to Avoid:
- Failing to note frequency of monitoring.
- Not linking control measures to specific laws or guidelines.
Integration with Learning Outcomes
1. Evaluate Global Issues on Safety Culture:
Risk assessment and inspection sheets allow learners to identify hazards influenced by global pressures (e.g., supply chain demands, regulatory standards).
2. Benefits of Sustainability:
Environmental register demonstrates how tracking waste, emissions, and material use supports sustainable workplace practices.
3. Measure Safety Performance and SROI:
o Tracking corrective actions and incident reduction allows calculation of SROI for each investment.
o Example: Preventing a chemical spill through training and proper storage saves £10,000 per year, with an implementation cost of £6,000 → SROI = 1.66.
4. Psychological Health and Injury Management:
Templates incorporate monitoring for employee exposure and mental health support needs after incidents, ensuring a holistic approach.
5. Whole-Organization Approach:
o Line-by-line templates enforce consistency across teams and departments.
o Assigning responsibilities and review dates ensures accountability and compliance with UK law.
This step-by-step template demonstrates exactly how to complete forms correctly, avoiding common mistakes while meeting compliance requirements. Learners can practice using these models to:
- Develop accurate documentation skills.
- Apply risk management and sustainability principles in real-world settings.
- Enhance leadership and strategic oversight of workplace safety.
Guidance to Learner
Learners are expected to:
- Read each template carefully before completing.
- Use UK legislation references to justify each action or control measure (e.g., Health and Safety at Work Act 1974, COSHH 2002, CDM 2015, Environmental Protection Act 1990).
- Complete each field fully, including responsible person, review dates, and detailed control measures.
- Avoid common mistakes, such as vague actions, missing responsibility, or failing to link measures to legislation.
- Apply critical thinking by evaluating hazards, sustainability implications, and safety culture factors.
- Calculate SROI where appropriate to demonstrate the financial and safety value of interventions.
- Reflect on lessons learned and propose improvements to the organization’s approach to safety and sustainability.
- Use evidence-based examples, referencing policies, previous incidents, or industry best practice.
- Maintain professional presentation, ensuring tables, signatures, and dates are correctly formatted.
- Seek feedback from supervisors or tutors if unclear about any element of the templates.
This guidance ensures that learners understand not only how to complete forms but why each step is important for legal compliance, safety culture, and organizational performance.
