create a behavior based safety observation form

A behavior-based safety observation form is used to document safe and at-risk behaviors to comply with safety regulations and promote a proactive safety culture. The form should facilitate the observation of employees to verify if they are following procedures and if the workplace conforms to legal and organizational requirements. [8]

Key components to include in a behavior-based safety observation form:

• Date, time, and location of the observation
• Name and job title of the observer
• Description of the task being observed
• Specific behaviors observed (both safe and at-risk)
• Classification of the risk level associated with at-risk behaviors
• Recommended corrective actions
• Responsible person for implementing corrective actions
• Due date for corrective actions
• Action status
• Space for additional notes and comments

[5] To ensure compliance with safety regulations, the form should:

• Reference specific regulatory requirements related to the observed behaviors.
• Include questions about the availability and use of required PPE.
• Address emergency preparedness and communication systems.
• Verify that safety rules are visibly posted and provided to employees.

[7] [6] [4] [3] To promote a proactive safety culture, the form should:

• Focus on identifying and reinforcing safe behaviors, not just identifying at-risk behaviors.
• Encourage open communication and feedback between observers and employees.
• Be used as a tool for coaching and mentoring, not for disciplinary action.
• Ensure that observations are conducted regularly and consistently.
• Provide a mechanism for tracking and trending observation data to identify areas for improvement.

Additionally, consider the following aspects when developing the form:

• Housekeeping: Ensure aisles are clear and workstations are not cluttered.
• Equipment Guarding: Verify that equipment has proper guarding and emergency stop buttons are accessible.
• Training and Competency: Confirm that employees are trained in proper use methods and that training is documented.
• PPE: Check for the use of safety glasses, face shields, earplugs/earmuffs, hard hats, gloves, and steel-toed shoes/boots.
• Material Handling: Assess whether employees are trained on proper lifting and material handling techniques.
• Chemical Safety: Ensure employees are not exposed to hazardous substances without proper HazCom programs and SDSs.
• Emergency Preparedness: Confirm the presence of trained CPR/First Aid responders and adequate first aid supplies.

[2] [1] [9]