Article #031 Creating H&S Self-Assessment Checklists for Construction Projects


There is a growing trend among organizations involved in delivering construction projects to have self-assessment checklists to identify and control health and safety risks in the workplace. Those self-assessment checklists will help the project team to understand what to look for to make their workplace safe, enforce health and safety responsibilities, and identify risks and control hazards at the workplace.

The self-assessment checklists will include a predefined list of health and safety assessment items that the auditor completing the assessment needs to respond to. For each assessment item, there are four possible response actions: “Yes” if an assessment item is complete/correct, “No” if an item is incomplete/deficient, “N/A” if an item is not applicable, and “N/O” if an item is applicable but was not observed during the assessment. For items with a “No” response, all deficiencies shall be brought to the immediate attention of the entity or individuals responsible to take action and fix the identified hazard. The checklist will include a section that must be completed for all items that are checked as “No” to document the corrective action planned or already taken and the date corrected.

Using Project Management Information Systems (PMIS) like PMWeb, organizations can manage all needed H&S Self-Assessment Checklists. Using PMWeb form builder, a unique self-assessment checklist will be created for each work category. Those could include for example Confined Space Entry, Cranes, Hoists, Rigging, Earthmoving Equipment, Excavations, Fall Protection, and Scaffolding among others. The form will include a table of all assessment items, grouped by their relevant categories, to be reviewed and assessed. The table response field will allow the auditor to select one of the four predefined values of Yes, No, N/A and N/O.

The H&S Self-Assessment Checklist form will also include another table to capture the details of all deficient items (those with a response value of “No”) that must be corrected promptly. For each item, the table will include a field for the Corrective Action Planned or Taken and another field for the date this deficient item was corrected.

The attachment tab for the H&S Self-Assessment Checklist form will be used to upload pictures, certificates, and other documents that are relevant to the assessment and planned or taken corrective actions. All those documents will be stored on the PMWeb document management repository.

Each H&S Self-Assessment Checklist form will have a predefined workflow to ensure that the completed self-assessment is reviewed and approved by the designated HSE team members. Should there be a need to have the self-assessment categories for each self-assessment form be reviewed by different project team members, then those could be separated into tables which will be then aligned with the workflow steps.

The H&S Self-Assessment Checklist report will be the output form that can be shared to display the status of the self-assessment. The report will include a table to detail the response to all self-assessment items including the planned or taken corrective action and date corrected for incomplete/deficient items. The report will also include two visuals for which the first will summarize all self-assessment items by the reported response while the second will group all self-assessment items by the work type category and by the reported response. The content of the H&S Self-Assessment Checklist report will automatically change depending on the selected work type which could be Confined Space Entry, Cranes, Hoists, and Rigging, Earthmoving Equipment, Excavations, Fall Protection, or Scaffolding among others.

About the Authorfounder

Bassam Samman, PMP, PSP, EVP, GPM is a Senior Project Management Consultant with more than 35-year service record providing project management and controls services to over 100 projects with a total value of over the US $5 Billion. Those projects included Commercial, Residential, Education and Healthcare Buildings and Infrastructure, Entertainment and Shopping Malls, Oil and Gas Plants and Refineries, and Telecommunication and Information Technology projects. He is thoroughly experienced in complete project management including project management control systems, computerized project control software, claims analysis/prevention, risk analysis/management (contingency planning), design, supervision, training, and business development.

Bassam is a frequent speaker on topics relating to Project Management, Strategic Project Management, and Project Management Personal Skills. Over the past 35 years, he has lectured at more than 350 events and courses at different locations in the Middle East, North Africa, Europe, and South America. He has written more than 250 articles on project management and project management information systems that were featured in international and regional magazines and newspapers. He is a co-founder of the Project Management Institute- Arabian Gulf Chapter (PMI-AGC) and has served on its board of directors for more than 6 years. He is a certified Project Management Professional (PMP) from the Project Management Institute (PMI), a certified Planning and Scheduling Professional (PSP), and Earned Value Professional (EVP) from the American Association of Cost Engineers (AACE) and Green Project Management (GPM).

Bassam holds a Masters in Engineering Administration (Construction Management) with Faculty Commendation, George Washington University, Washington, D.C., USA, Bachelor in Civil Engineering – Kuwait University, Kuwait and has attended many executive management programs at Harvard Business School, Boston, USA and London Business School, London, UK.


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