Prompt: Before commencing the SHES visit, please review the findings and actions from the last visit and note any that are not closed out

Project Name

Scheduled Month


Visit Type

Visit Category


Site Address

Site Contact

Booked By

Brief Description of Work

Visit Completion Date
Key Risk Areas
Process Safety

Has process safety been discussed? Y/N

Please tick which areas have been discussed

Maintenance & Inspection

Modification Process

Fault & Defect Management

Work Control & Permits

Emergency Plans

Competency / Resources

Hazard Identification / HAZOP /HAZID

Monitoring & Audit

What process safety systems did you praise?

What process safety behaviour changes were agreed with the individuals?

What process safety systems were found to be inappropriate/substandard?

Process Safety Comments

Occupational Safety

Has occupational safety been discussed?

Please tick which areas have been discussed

Slips Trips & Falls

Healthy Working

Welfare Facilities

Working at Height

Use of Tools, Equipment & Machinery

Confined Spaces including Excavations

Manual Handling


What unsafe/inappropriate behaviours were identified?

What SHES behaviours did you praise?

What behaviour changes were agreed with the individuals?

Occupational Safety Comments

Health & Wellbeing

Has health and wellbeing been discussed?

What Health & Wellbeing areas did you praise?

What areas of health and wellbeing were found to be inappropriate / substandard?

Health & Wellbeing Comments

Environmental Management

Has environmental management been discussed?

What are the main environmental risks for the project?

What environmental management areas did you praise?

What areas of environmental management were found to be inappropriate /substandard?

Environmental Management Comments


Has sustainability been discussed?

What designs or ways of working did you observe that would improve the sustainability of the construction phase, operation or end of life of this asset? Refer to Our Contribution targets: positive about resources, climate positive, enhancing Eco-systems. (Discussion prompt: Sustainable Options Appraisal Tool, SOAT )

What aspect of the construction phase has the most significant impact on the carbon footprint of the project? (Discussion prompt: Carbon Interface Tool, CIT results)

Sustainability Comments

Please select which sustainability communication materials are on display and any tools used

Hot Topics


Tool Box Talks

Sustainability Posters

Training Presentations

Case Studies

Good Practice Handbook

Materials Exchange Tool


Improvement Actions

What improvement actions are outstanding?

What other improvement actions were taken on site?

Additional Notes/ Comments

What Health and Safety Triangle score have you given for the site visit?
What Environmental Triangle Score have you given for the site visit? Meets or exceeds expectations, good practices observed = +2 Generally meets expectations = +1 Average = 0 Some improvements required = -1 Significant improvements required -2
Please add any photos if applicable
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.