Lean ISO 45001:2018 essentials, organized around the standard. Optional extras when you need them.

The Essentials 25 documents · the core documents and records, organized around the standard's clauses

• OHS-00-01Read Me First: step-by-step implementation guide

  A step-by-step implementation path: order of work, records the auditor asks for, a sample timeline you adapt to your organization.

  Step-by-step implementation guideWord

• OHS-00-04Gap analysis checklist with scoring dashboard

  Also a free download

  64-question self-assessment against ISO 45001:2018 with a scoring dashboard and action plan (same file as the free lead-magnet checklist).

  Your baseline before you startExcel

• OHS-R-01Context and interested parties register

  Internal and external issues, interested parties (workers first) and their needs, and which become legal or other requirements.

  Cl. 4.1, 4.2Excel

• OHS-F-01OH&S scope statement

  Scope of the OH&S management system: sites, activities, workers and contractors covered.

  Cl. 4.3Word

• OHS-P-01OH&S policy

  OH&S policy with the commitments the standard requires, ready to sign and display.

  Cl. 5.2Word

• OHS-R-03Roles, responsibilities and authorities matrix

  Roles, OH&S responsibilities and authorities at every level, RACI and job description template.

  Cl. 5.3Excel

• OHS-R-25Worker consultation and participation register

  Consultation and participation arrangements, the 5.4 topics for non-managerial workers, meeting and toolbox-talk log.

  Cl. 5.4Excel

• OHS-PR-15Hazard identification and risk assessment procedure

  How hazards are identified, risks and opportunities assessed and controls chosen using the hierarchy of controls.

  Cl. 6.1.1Word

• OHS-R-26Hazard identification and risk assessment (HIRA) register

  Hazards, who could be harmed, risk before and after controls, hierarchy-of-controls column, risk criteria and opportunities.

  Cl. 6.1.1, 6.1.2.2Excel

• OHS-R-27Legal and other requirements register and evaluation of compliance

  Legal and other requirements, how they apply, and the evaluation of compliance.

  Cl. 6.1.3, 9.1.2Excel

• OHS-R-05OH&S objectives and action plan

  Measurable OH&S objectives and the plan to achieve them.

  Cl. 6.2.2Excel

• OHS-R-09Training matrix and competence register

  Competence needs per role, matrix, licenses and training records with effectiveness checks.

  Cl. 7.2Excel

• OHS-R-11Master document list and retention schedule

  Controlled documents, records retention (health records included) and external documents.

  Cl. 7.5Excel

• OHS-F-23Safe work method statement (SWMS) and JSA template

  Task steps, hazards, controls (hierarchy) and sign-on sheet for higher-risk work.

  Cl. 8.1.1Word

• OHS-F-04Change request and review form

  Change request with hazard review, consultation, approval and post-change review.

  Cl. 8.1.3Word

• OHS-R-28Contractor and supplier OH&S register

  Contractor pre-qualification, induction, insurance and license expiry; OH&S purchasing checks; outsourced processes.

  Cl. 8.1.4Excel

• OHS-PR-14Emergency preparedness and response procedure

  How emergencies are planned for, responded to, tested and reviewed.

  Cl. 8.2Word

• OHS-R-24Emergency scenarios and drill log

  Emergency scenarios, response arrangements, drill log and equipment checks.

  Cl. 8.2Excel

• OHS-R-14OH&S monitoring and measurement plan

  What is monitored (leading and lagging indicators, exposure), results, and health surveillance where applicable.

  Cl. 9.1.1Excel

• OHS-R-15Internal audit program

  Risk-based audit program covering every clause.

  Cl. 9.2.2Excel

• OHS-F-15Internal audit plan, checklist and report

  Plan, prompts and report for each audit.

  Cl. 9.2.2Word

• OHS-F-18Internal audit checklist (clause by clause)

  Full clause-by-clause checklist, task-audit variant and closing checks.

  Cl. 9.2 (audit evidence)Word

• OHS-F-16Management review agenda and minutes

  Agenda covering the 9.3 inputs and minutes recording the outputs.

  Cl. 9.3Word

• OHS-F-26Incident report and investigation form

  Incident report, immediate actions, investigation with workers, root cause and corrective action.

  Cl. 10.2Word

• OHS-R-16Incident, NCR and corrective action register

  One register for incidents, near misses, hazards, nonconformities and corrective actions, with effectiveness checks.

  Cl. 10.2Excel

Optional extras 21 documents · a bonus, use them if you want to go further

• OHS-00-02Clause cross-reference matrix

  Use it if: you want a clause-by-clause map of every document (useful for integration or a consultant review)

  Cl. 4–10Excel

• OHS-00-03Implementation project plan

  Implementation Kit only

  Use it if: you want a dated Gantt plan; the Read Me First timeline is enough for most small businesses

  Cl. AllExcel

• OHS-00-05What's coming in the next edition (short note)

  Implementation Kit only

  Use it if: you want a short overview of topics the next edition of ISO 45001 may cover (not requirements today)

  Cl. AllWord

• OHS-R-19Annual OH&S calendar and Stage 1 readiness tracker

  Implementation Kit only

  Use it if: you want a year-round calendar of recurring OH&S activities and a scored Stage 1 readiness checklist

  Cl. All (9.1, 9.2, 9.3)Excel

• OHS-M-01OH&S management system manual

  Use it if: a client or tender asks for an OH&S manual (not required by the standard)

  Cl. 4–10Word

• OHS-F-03Leadership commitment evidence log

  Use it if: you want a running log of leadership evidence for 5.1

  Cl. 5.1Excel

• OHS-PR-03Competence, training and awareness procedure

  Use it if: you want a written competence and awareness procedure (R-09 holds the evidence)

  Cl. 7.2, 7.3Word

• OHS-F-05Training record and effectiveness evaluation

  Use it if: you want a separate training record with an effectiveness check (R-09 can hold the evidence references)

  Cl. 7.2Word

• OHS-F-06OH&S induction and awareness briefing

  Use it if: you want ready-to-deliver induction and awareness briefing notes (7.3)

  Cl. 7.3Word

• OHS-R-10Communication plan and log

  Use it if: you want a communication plan and an external communication log (R-25 minutes already evidence most internal communication)

  Cl. 7.4Excel

• OHS-PR-04Document control procedure

  Use it if: you want a written document control procedure

  Cl. 7.5Word

• OHS-F-07Document template

  Use it if: you want a standard template for new documents

  Cl. 7.5Word

• OHS-F-24Permit to work template

  Use it if: you do high-risk work (hot work, confined spaces, isolation, work at height): then treat it as essential

  Cl. 8.1.1, 8.1.4Word

• OHS-F-25Workplace inspection checklist

  Use it if: you want a ready-made workplace inspection checklist (inspections feed 9.1.1 and are expected by most auditors)

  Cl. 8.1, 9.1.1Word

• OHS-PR-02Management of change procedure

  Use it if: you want a written management-of-change procedure (F-04 already records each change)

  Cl. 8.1.3Word

• OHS-PR-16Contractors, procurement and outsourcing procedure

  Use it if: you want a written contractor and procurement procedure (R-28 holds the records)

  Cl. 8.1.4Word

• OHS-R-07Monitoring equipment calibration register

  Use it if: you measure exposure (noise, gas, dust) and need calibration records (then treat it as essential)

  Cl. 9.1.1Excel

• OHS-PR-09Internal audit procedure

  Use it if: you want a written internal audit procedure (R-15, F-15 and F-18 hold the records)

  Cl. 9.2Word

• OHS-PR-10Incident, nonconformity and corrective action procedure

  Use it if: you want a written incident and corrective action procedure (F-26 and R-16 hold the records)

  Cl. 10.2Word

• OHS-F-17Root cause analysis worksheet (5 Whys and fishbone)

  Implementation Kit only

  Use it if: you want a guided 5 Whys / fishbone worksheet

  Cl. 10.2Word

• OHS-R-17Continual improvement register

  Use it if: you want an improvement register and change log (10.3)

  Cl. 10.3, 8.1.3Excel

Implementation tools Implementation Kit only · not counted in the kit documents