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Tom Lea BScHons, GradIOSH, AIEMA

4 Steps to Identifying and Delivering Health & Safety Training

June 2017

This blog was updated in August 2022

We know that legislation* requires employers to offer the right training for the health and safety of their staff at work. However, as well as achieving legal compliance, there are many further benefits to organisations in providing effective health and safety training - it's not just a box-ticking exercise or time-consuming burden.

So what are the real benefits of training your staff in health and safety?

Here is how to justify investing time and money in your training your staff:

  • Big compliance tick - meeting  your legal duty to protect the health and safety of your employees
  • Reassurance that your staff really know how to work safely and avoid accidents and ill-health
  • Financial benefit of uninterrupted operations and staff not off ill due to accidents
  • More motivated and productive staff
  • Positive health and safety culture where safe and healthy working becomes part of the working day

To coin a health and safety checklist, follow the 4 step process: 'Plan - Do - Check - Act' to get the best results from staff training...

4 Steps to Identifying and Delivering Training: Plan, Do, Check, Act

plan do check act

Plan

Do a risk assessment to identify the training needs, and knowledge and skills with specific areas of responsibility, tasks and their inherent risks so staff can work in a safe and healthy way. Consult employees, employee representatives regarding the planning and organising of any training and show a strong commitment to establish buy-in at all levels within the organisation. Plan and prioritise the identified training needs and if required, appoint a competent advisor with sector-specific experience to assist. Make your training goals Specific, Measurable, Achievable, Realistic and Time-Related.

At this stage you should:

  • Compare required skills and knowledge against employees’ current skills and knowledge to identify gaps
  • Review recorded injuries, near misses or ill-health
  • Evaluate risk assessments for information and/or training needs identified as factors in the control of risk
  • Consider awareness-raising training needs for all members of staff, including directors, managers and supervisors, this will include
    • how you currently manage health and safety
    • who is responsible for what aspects
    • the cost of accidents and ill-health to the business
    • how you identify potential hazards and evaluate risk
    • hazards encountered and their control measures
  • Prioritise– does the law require you to carry out specific training? Prioritise:
    • staff whose lack of information and/or training could result in serious harm
    • the training that benefits the most staff
    • new employees or those in a new work environment/with new areas of responsibility
    • those needing to use new equipment
  • Consult employees or employee representatives for their views and opinions
  • Provide training during working hours and not at the expense of employees
  • Make special arrangements for part-time staff or shift workers

Do

It is important that you select the right training methods and resources for your staff. While there are many external training providers that will be able to help you in this, there is also a lot of effective training that can be carried out in-house.

  • Select the right training methods for staff:
  • Meet the training needs of the entire workforce, including those who might not have good English, people with reduced literacy skills or those with disabilities – such as of hearing or sight
  • Evaluate who can assist in providing information, materials, training courses or consultancy services: national standards organisations, trade associations, unions, colleges, private training providers, independent HSE consultants, employer bodies and qualification awarding bodies such as NEBOSH, IOSH or IEMA
  • Deliver your training in a way that is easy to understand for your audience, using a variety of training methods where appropriate to account for all learning preferences

Check

In committing time and money to any training, you will want to be assured of its success. Post-training evaluation is often overlooked but is the cornerstone of good practice in health and safety.

  • Get answers to the following questions once your training has been delivered and learning consolidated:
    • Are employees aware of what is required of them?
    • Do they actually have the knowledge and skills needed to work safely now?
    • Are staff members working as they always have?
    • Is there any improvement in organisational health and safety performance?
    • What is the feedback from line managers and those trained?
    • Is there a need for further information and/or training?
    • Was the most suitable training method used?
    • Could any improvements be made?
    • Has there been a change in behaviour and practice amongst staff?

Act

Training should be considered as a ‘rolling programme’ to ensure that employers/managers and staff alike are kept up-to-date with regulatory and legislative changes and to ensure that a culture of both learning and, by definition, safety becomes embedded within the all parts of business operations.

  • Keep records of training undertaken, even if it is in-house – good record keeping will be necessary in the event of an incident or accident requiring a site visit from an HSE inspector
  • Monitor training records and administer refresher training as and when required

To meet corporate safety competencies, the adequate education/training of management and staff is needed, plus collective learning from experiences, planned safety actions, incidents, accidents, and also unforeseen situations. Organisations can aspire to develop an organisational learning ‘attitude’ and ‘climate’, which will, in turn, ‘foster the development and adoption of safety relevant innovations’.

Answer this question: are your staff appropriately trained to fulfil their health and safety requirements so your organisation will run smoothly and without incident?

Further information

For more information surrounding plan, do, check, act, click below to view the IOSH Managing Safely Course.

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