Audit Tool

Fill this in on your phone. Tap the boxes and type in the blanks. What you enter is kept on this phone while you work. When you are done, send it to the safety team, or print it.

Appendix 4 – Audit Tool Template

[ Church name ] church

Health & safety audit tool

Audit Date:

Auditor:

Areas Audited:

Audit Type:

Audit scoring

Scoring System: -

4 - Excellent: Exceeds requirements, best practice demonstrated

3 - Good: Meets requirements, minor improvements possible

2 - Satisfactory: Generally meets requirements, some improvements needed

1 - Poor: Does not meet requirements, significant improvements required

0 - Unacceptable: Major non-compliance, immediate action required

Section 1: leadership and commitment

Element Score Evidence Comments/Actions Required
1.1 H&S Policy
Policy is current and signed /4
Policy is displayed and accessible /4
Policy reflects actual practices /4
1.2 Leadership Commitment
Leadership actively promotes H&S /4
Adequate resources allocated /4
H&S included in decision making /4
1.3 Roles and Responsibilities
H&S roles clearly defined /4
Responsibilities understood by all /4
Accountability measures in place /4

Section 1 Total: /36

Section 2: planning and implementation

Element Score Evidence Comments/Actions Required
2.1 Risk Management
Hazard identification process /4
Risk assessments completed /4
Control measures implemented /4
2.2 Legal Compliance
Legal requirements identified /4
Compliance monitoring system /4
Updates tracked and implemented /4
2.3 Objectives and Planning
H&S objectives set /4
Improvement plan developed /4
Progress monitored /4

Section 2 Total: /36

Section 3: implementation and operation

Element Score Evidence Comments/Actions Required
3.1 Training and Competence
Induction program effective /4
Ongoing training provided /4
Training records maintained /4
3.2 Communication and Consultation
H&S information communicated /4
Worker participation encouraged /4
Feedback mechanisms exist /4
3.3 Documentation
Procedures documented /4
Documents are controlled and current /4
Records maintained appropriately /4

Section 3 Total: /36

Section 4: emergency preparedness

Element Score Evidence Comments/Actions Required
4.1 Emergency Planning
Emergency procedures documented /4
Procedures tested regularly /4
Equipment maintained /4
4.2 First Aid
First aid facilities are adequate /4
Trained first aiders available /4
Equipment regularly checked /4
4.3 Fire Safety
Fire wardens appointed and trained /4
Evacuation procedures practised /4
Fire equipment serviced /4

Section 4 Total: /36

Section 5: Incident Management

Element Score Evidence Comments/Actions Required
5.1 Incident Reporting
Reporting system established /4
All incidents reported /4
Near misses captured /4
5.2 Investigation
Investigations conducted /4
Root causes identified /4
Corrective actions implemented /4
5.3 Learning and Improvement
Lessons learned shared /4
Trends analyzed /4
Preventive actions taken /4

Section 5 Total: /36

Section 6: monitoring and review

Element Score Evidence Comments/Actions Required
6.1 Performance Monitoring
KPIs established and tracked /4
Regular inspections conducted /4
Compliance monitored /4
6.2 Management Review
Regular management reviews /4
System effectiveness assessed /4
Improvements identified /4
6.3 Audit and Evaluation
Internal audits conducted /4
External audits arranged /4
Audit findings addressed /4

Section 6 Total: /36

Audit summary

Section Score Percentage Rating
1. Leadership and Commitment /36 %
2. Planning and Implementation /36 %
3. Implementation and Operation /36 %
4. Emergency Preparedness /36 %
5. Incident Management /36 %
6. Monitoring and Review /36 %
TOTAL **/216** **%**

Overall Rating: -

90-100%: Excellent - World class H&S management

80-89%: Good - Effective H&S management with minor improvements

70-79%: Satisfactory - Generally effective with some improvements needed

60-69%: Poor - Significant improvements required

Below 60%: Unacceptable - Major overhaul required

Key findings

Strengths:

Areas for Improvement:

Critical Issues (Immediate Action Required):

Action plan

Priority Action Required Responsibility Target Date Resources Needed
High
Medium
Low

Recommendations

Short Term (0-3 months):

Medium Term (3-12 months):

Long Term (12+ months):

Audit completion

Auditor Declaration:

I confirm that this audit has been carried out following established procedures, and the findings accurately represent the current condition of the health and safety management system.

Signature: Date:

Name:

Qualifications:

Next Audit Due:

Management response

Audit Accepted By:

Signature: Date:

Name:

Position: Senior Pastor / Church Manager

Comments:

Finished?

All policies