Formulating a health and safety plan
Produced in partnership with Melanie O'Brien of DG Legal
Formulating a health and safety plan

The following Practice Management practice note produced in partnership with Melanie O'Brien of DG Legal provides comprehensive and up to date legal information covering:

  • Formulating a health and safety plan
  • Why have a plan?
  • Principles and objectives—the health and safety policy
  • Key staff members
  • Risk assessment
  • Health and safety plan
  • Summary of your principles and commitments
  • Objectives
  • Resources
  • Evaluation
  • More...

Formulating a health and safety plan

Having in place a well thought-out and accessible structure on health and safety could help enable an organisation to ensure it is managed effectively and efficiently.

An organisation should therefore:

  1. identify its overriding principles and objectives to ensuring the health and safety of its key stakeholders, ie what it wants to achieve (see subtopic: Health and safety policy)

  2. identify key members of staff and obtain their input

  3. conduct a risk assessment (see Practice Note: Conducting a health and safety risk assessment)

  4. formulate an action plan justifying what the organisation needs and why

  5. implement the plan, and

  6. review the plan

This Practice Note deals with formulating, implementing and reviewing a plan to manage health and safety and control associated risks in an office-based workplace. Other industry/workplace-specific issues may arise in different working environments.

For information about regulatory requirements relevant to health and safety assessment and planning, please refer to Practice Note: Health and safety assessment and planning—regulatory requirements.

For information on risk assessment and planning associated with the coronavirus (COVID-19) pandemic, see subtopic: Pandemic management, and in particular Practice Note: Coronavirus (COVID-19)—safe working in an office environment and Precedents:

  1. Pandemic management strategy

  2. Pandemic action plan

  3. Coronavirus (COVID-19) workplace risk assessment and plan—offices

  4. Coronavirus (COVID-19) workplace outbreak management plan—offices

Why have a plan?

Having in place a clear health and safety plan has many benefits including:

  1. increasing

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