Master Your Safety Metrics: Free Report Template Inside!

In my last blog post, I broke down the importance of tracking key safety metrics like TRIR, SBIR, and leading indicators to measure workplace safety effectively. ✅ But knowing what to track is only half the battle—presenting that data clearly and professionally is just as important! (Remember you want to not over rely on Lagging Indicators - or even just Compliance Metrics)

That’s why I’m sharing a ready-to-use Safety Metric Report template 📄✨ that you can customize for your company. Whether you’re an HSE pro at a small contractor firm or managing safety for a larger operation, this template will help you organize data, track performance, and showcase your commitment to safety 🏗️🔍.

Let’s dive in and make reporting simpler, smarter, and more effective! 🚀

[Company Name] Safety Metric Report

Date: [Insert Date]

Reporting Period: [Insert Timeframe]

1. Company Information

• Company Name: [Insert Name]

• Industry Sector: [Upstream / Midstream / Downstream]

• Total Employees: [Insert Number]

• Total Hours Worked: [Insert Total Hours]

• Primary Operations: [Briefly Describe Work Scope]

2. Safety Performance Metrics

A. Lagging Indicators (Past Incident Data)

1. Total Recordable Incident Rate (TRIR):

   1. Formula: (Total Recordable Cases × 200,000) / Total Hours Worked

   2. Current TRIR: [Insert TRIR]

   3. Industry Benchmark: [Insert Industry Standard]

   4. Notes: [Explain Any TRIR Anomalies]

2. Lost Time Incident Rate (LTIR):

   1. Formula: (Lost Time Incidents × 200,000) / Total Hours Worked

   2. Current LTIR: [Insert LTIR]

   3. Notes: [Explain Lost Time Events]

   
   

3. Severity Based Incident Rate (SBIR):

   1. Formula: (Total Severity Days × 200,000) / Total Hours Worked

   2. Current SBIR: [Insert SBIR]

   3. Notes: [Explain Incident Severity Trends]

   
   

4. Experience Modification Rate (EMR):

   1. Current EMR: [Insert EMR]

   2. Benchmark: 1.0 (Industry Average)

   3. Notes: [Explain Performance Compared to Industry]

B. Monitoring Indicators (Ongoing Safety Data)

1. Near Miss Reporting Rate:

   1. Formula: (Near Miss Reports × 200,000) / Total Hours Worked

   2. Current Rate: [Insert Near Miss Rate]

   3. Notes: [Explain Near Miss Trends]

      
      

2. Corrective Action Closure Rate:

   1. Formula: (Closed Actions / Total Actions) × 100%

   2. Current Rate: [Insert Closure Rate]

   3. Notes: [Highlight Timely Hazard Corrections]

C. Leading Indicators (Proactive Safety Efforts)

1. Training Completion Rate:

   1. Formula: (Completed Trainings / Required Trainings) × 100%

   2. Current Rate: [Insert Completion %]

   3. Notes: [Highlight Employee Engagement in Safety Training]

      
      

2. Safety Observations Per Employee:

   1. Formula: (Total Observations / Total Employees)

   2. Current Rate: [Insert Observation Rate]

   3. Notes: [Describe How Observations Improve Safety]

      
      

3. Employee Participation in Safety Meetings:

   1. Formula: (Attended Employees / Total Employees) × 100%

   2. Current Rate: [Insert Participation %]

   3. Notes: [Explain Safety Meeting Effectiveness]

3. Incident Analysis and Corrective Actions

• Incident Trends: [Summarize Key Findings from Incident Data]

• Root Cause Analysis: [Identify Common Causes]

• Corrective Actions Taken: [List Safety Improvements Implemented]

• Preventive Measures: [Outline Steps to Reduce Future Risks]

4. Safety Program Highlights

• Recent Safety Initiatives: [Summarize New Programs, Training, or Policies]

• Employee Involvement: [Describe Safety Committees or Employee Contributions]

• Client and Regulatory Compliance: [Highlight Compliance with Client/OSHA Standards]

5. Summary & Recommendations

• Overall Safety Performance: [Provide a Brief Performance Summary]

• Future Safety Goals: [Set Targets for Improvement]

• Variance Request Justification: [If Seeking a Variance, Explain Why Alternative Metrics Prove a Safe Workplace]

Prepared By: [HSE Manager / Safety Coordinator]

Contact Information: [Phone / Email]

Supporting Attachments (If Applicable)

• Incident Logs

• Safety Training Records

• Corrective Action Reports

• Near Miss Reports

End of Report

Want to grab this template as an editable Word document? 💾✨

Head over to my Free Downloads Page for members to access this and other valuable resources designed to make your HSE and business operations smoother. Download, customize, and put it to work today!

⁉️ What are your thoughts? Do you use safety metric reporting in your company? Drop a comment below!

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